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Information provided does not constitute legal advice and is for information purposes only

Wholelife Estate Planning©  & Life Care Planning

No need to read a thing.  Let me do the work.  Contact me.  Email or call to arrange a time for a free no obligation chat

Real life concerns addressed and solutions offered.  Comprehensive NEW rounded planning removing barriers to your planning & care needs.  Five core planning services to include Inheritance Tax planning. 

What would you like to know?

Wills, LPAs, Healthcare, Trusts, & Mediation questions

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Low Cost £99 Service
Unhappy Beneficiary

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Life Support Service

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Support from the moment your loved one has passed.  We work with you to help with all the practicalities that can sometimes be very stressful to manage

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The most common objection to considering a Will and planning is "I dont want to have to think about my death".   We say, it is not about focussing on your demise.  Who wants to do that?  Planning enables you to live your best life to the full" from any age.

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These are often difficult subjects that are sometimes being addressed at difficult times.  You want someone fully invested in giving you the support and care you need from the start through to the end, to achieve your desired outcomes.  Our extensive experience will provide this.

ABOUT US

Tipi Wills & Planning and Isle of Wight Mediation have developed a unique, updated service to Estate and Succession Planning which includes Mediation if needed.  We believe there was and is a large hole in the will making service and planning that does not fill the real needs of people trying to plan for modern, complex lives.  Barriers can mean your planning is put off due to lack of rounded support.  The results of this can leave families fractured, court proceedings and conflict with incomplete resolution.  For example, there may be no Will because people could not find a route to make the Will they wanted without addressing difficult issues or difficult decisions.  Plans often extend way beyond just making a Will and the NEW Empowered to Talk Service may be perfect for this.  Our mediation, financial flexibility, large life experience and personal, ongoing support are ingredients to break down the barriers that prevent you from doing your life planning.

 

In addition to advising on matters surrounding a Will and inheritance, we have five core in-depth planning services aimed to reflect modern individuals and families in our fast changing society.  These services are designed to support your particular mixture of unique needs.  Tipi Wills & Mediation also work, where needed, with experts to provide probate, lifetime trusts, professional executors, joint powers of attorney and have expert connections who can provide further tax planning and financial advice.  We aim to provide a complete joined up service that provides the solutions you wish to achieve.

 

Our key focus is on one to one, face to face relationships including by zoom, that give you a fully professional and comprehensive service.

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Its not "just a Will".  For the cost of "just a Will" or Advance Care Plan or Directive, or LPAs for example, your documents provide you with an enourmous amount of law to support the individual.  The Will and your other important documents are your lifetime planning documents.  They are fluid and must reflect the changing life you are living.  The services on offer to you should adapt accordingly.

PLANNING

​​Research and experience has led to the development of our five core planning services

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WHOLELIFE ESTATE PLANNING

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MULTIGENERATIONAL LIVING

    PLANNING

 

LIFE CARE PLANNING. 

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4  SERIOUS AND TERMINAL ILLNESS  

    PLANNING

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5  RIGHT TO STAY AND DIE AT HOME

    PLANNING

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These five core plans derive from real life experience.  Planning with the right documents, can help protect you and prepare you for the future.  Whether single, married, civil partnerships, with dependants, or for long term or later life planning, planning for change can start at any age.  You can plan and leave detailed instructions regarding property or people, at any point in your life, giving you peace of mind. 

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Your Will may be part of your planning.  It is no longer a one off document that you leave as late as possible in your life.  It should be with you throughout your life. You may need to update it once or many times. Creating a Will forms a fluid planning document that becomes a reflection of changing needs throughout your life.  It must stay up to date. 

 

It is rare a plan made during a snapshot of your life that can continue to fit you for the rest of your days.

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It really is not "just a Will".  This power of the law is there for you to use.  You can take control, be certain and plan.  Make your Will and legal documents today.   No need to put off that conversation as experienced and sensitive guidance will be available for ongoing support. Prepare for the future to live your best life now.

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Inheritance Tax

Taxation is vexing! With its complex tightening around inheritance, income, business and trusts. It puts a greater strain on the individual.  Careful planning can be a great support especially when multi disciplinary expertise is used.  Good tax advice can save a great deal of money.  Investing in some good planning now can save a great deal in the future.

SERVICES

  • 100% Online start to finish service​ available

  • Face to face appts in your home (by zoom or in person)

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1 Ensure you obtain free Continuing

   Health  Care where entitled

2 Recover Fees already paid

  • Online start to finish service  OUR EXPERTISE HAS DEVELOPED TO PROVIDE A FULLY PROFESSIONAL, FACE TO FACE 100% ONLINE SERVICE

  • We work with Independent experts.  When working with us, you can bring in your own accountant or financial advisor or Probate expert if desired

  • Client Security with Protection and expertise through membership of The Society of Will Writers and The Society of Mediators

  • Fully accredited and insured

Be in control.  Be Certain

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